We love and appreciate our Clients! This page is for you!

Client Education Events

Money Matters believes in continuing education for our clients. Our monthly education events include topics on Medicare, Travel, Estate Planning and many more subjects our clients can benefit from.

Client Appreciation Dinners

We enjoy our clients and want to show them our appreciation for being a Money Matters client. We hold an annual appreciation dinner filled with fun, food and a chance to relax with friends.

Upcoming Events

Social Security – Scottsdale

Tuesday, March 26 2019

Marriott Courtyard North Scottsdale, ​ 17010 N Scottsdale Rd, Scottsdale, AZ 85255

Senior Care – The Woodlands

Tuesday, March 26 2019

Hyatt Place The Woodlands 1909 Research Forest Dr. The Woodlands, TX 77380

Social Security – Tempe

Wednesday, March 27 2019

Embassy Suites - Phoenix Tempe, 4400 S. Rural Road, Tempe, AZ 85282

Social Security – Oklahoma City

Thursday, March 28 2019

Renaissance Waterford Oklahoma City Hotel, 6300 Waterford Blvd l Oklahoma City OK, 73118

Client Appreciation Dinner – Austin

Saturday, March 30 2019

Westin at The Domain, 11301 Domain Dr, Austin, TX 78758

Travel & Photography – Orange County

Tuesday, April 2 2019

Homewood Suites by Hilton Irvine John Wayne Airport 17370 Red Hill Ave. Irvine, CA 92614​

Travel & Photography – Sherman Oaks

Thursday, April 4 2019

Courtyard Sherman Oaks, 15433 Ventura Blvd., Sherman Oaks, CA 91403

Client Appreciation Dinner – Houston

Saturday, April 6 2019

500 Texas Ave, Houston, TX 77002

Identity Theft, Scams and Shams

Saturday, April 13 2019

Money Matters Headquarters, 2820 Dallas Parkway Plano, Texas 75093